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Wed Feb 4
Anthropic releases Claude Opus 4.6, which it says can analyze company data, regulatory filings, and market information; Anthropic now has 300K+ business users (Rachel Metz/Bloomberg)
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Q&A with Elon Musk on plans for 1TW of space GPUs, Grok and human consciousness, Optimus, xAI's business plan, China's manufacturing win, DOGE, and more (Cheeky Pint)
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Meta confirms it is testing a standalone app for Vibes, its short-form video feed of AI videos, after "strong early traction", without sharing specific numbers (Aisha Malik/TechCrunch)
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The US FCC grants Starlink competitor Logos clearance to deploy up to 4,178 low Earth orbit broadband satellites by 2035; Logos raised a $50M Series A in 2025 (Jason Rainbow/SpaceNews)
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DOJ files reveal how Jeffrey Epstein helped his Russian-born publicist Masha Bucher become a prominent VC who now boasts of early checks to 22 unicorns like xAI (Iain Martin/Forbes)
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US tech stocks fall sharply in intraday trading: the Nasdaq drops 1.8%+, S&P 500 1.5%+, GOOG 3%+, QCOM 7%+, and AMZN 3%+, amid a selloff in software stocks (Financial Times)
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DOJ files reveal Epstein's deep Silicon Valley relationships and how key insiders offered access to buzzy startups like Coinbase, long after his 2008 conviction (New York Times)
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Gemini exits the UK, EU and Australia and cuts 25% of staff, as the crypto exchange refocuses on the US due to foreign markets proving "hard to win" (Naga Avan-Nomayo/The Block)
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Duna, a European fintech making AI-powered identity and compliance tools for banks, raised a €30M Series A led by CapitalG, bringing its total funding to €40M+ (Tim Barnwell/Silicon Republic)
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Fundamental, which has developed an LTM to analyze structured data, comes out of stealth with $255M in funding, including a $225M Series A, at a $1.2B valuation (Russell Brandom/TechCrunch)
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Ukraine says Starlink terminals used by Russia on the battlefield have been deactivated via a verification process developed alongside SpaceX (Anna Pruchnicka/Reuters)
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OpenAI launches Frontier, an AI agent management platform that provides shared context, onboarding, and permission boundaries, for "a limited set of customers" (Robert Hart/The Verge)
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Sources: Nvidia delays the release of its incremental gaming GPU upgrade, codenamed Kicker, marking the first year in three decades without a new GPU for gaming (The Information)
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AI interpretability startup Goodfire raised a $150M Series B at a $1.25B valuation, taking its total funding to $209M, and is working on retraining AI models (Rebecca Torrence/Bloomberg)
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Substack notifies users about a "limited" data breach in October 2025 via a now-patched flaw found on February 3; a threat actor leaked a ~697K-record database (Sergiu Gatlan/BleepingComputer)
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London-based Lawhive, whose lawyers and AI tools help individuals and SMBs automate legal tasks, raised a $60M Series B, after a $40M Series A in December 2024 (Jeremy Kahn/Fortune)
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AI accounting startup Accrual, incubated by General Catalyst, emerges from stealth and raised $75M; Accrual is part of General Catalyst's $1.5B Creation fund (Paayal Zaveri/Bloomberg)
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Palo Alto Networks: an Asian cyber-espionage group broke into systems belonging to 70 critical infrastructure organizations and governments in 37+ countries (Bloomberg)
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Bitcoin falls below $70K, its lowest level since President Trump's election win in November 2024 and down 44%+ from its October 2025 peak as global markets fall (Muyao Shen/Bloomberg)
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Spotify partners with Bookshop.org to let Premium US and UK subscribers buy hardcover and paperback books via its app starting in spring; Spotify will get a cut (Jeffrey A. Trachtenberg/Wall Street ...)
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Arm CEO Rene Haas says investor fears about AI hurting software companies are a "micro-hysteria" that exceeds the reality of how businesses are using AI tools (Michael Acton/Financial Times)
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Analog chipmaker SiTime agrees to acquire Tokyo-based Renesas' timing unit for $1.5B in cash and 4.13M shares in a ~$2.9B deal, set to close by the end of 2026 (Bloomberg)
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The UK says Microsoft, the UK government, academics, and experts plan to build a system to spot deepfakes online as part of an detection evaluation framework (Muvija M/Reuters)
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Wall Street's idea that a software pure play will "vanish" into an LLM is "nonsense": we need more software, and AI-enabled software moves up the product stack (Steven Sinofsky/@stevesi)
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Germany's Federal Cartel Office rules Amazon must stop enforcing price controls for retailers on its German marketplace and seizes €59M; Amazon can appeal (Karin Matussek/Bloomberg)
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A look at India's push to become a major provider of AI services, as US tech companies pledge tens of billions in Indian data center investments (Wall Street Journal)
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RapidFort, which develops tools for securing software supply chains, raised a $42M Series A led by Blue Cloud and ForgePoint, taking its total funding to ~$51M (Duncan Riley/SiliconANGLE)
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